Krilogy Financial’s iShares US Medical Devices ETF IHI Stock Holding History

Krilogy Financial’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-32,326	Closed	-$1.83M	–	213
2023 Q2	$1.83M	Buy	+32,326	New	+$1.78M	0.16%	110
2018 Q4	–	Sell	-1,872	Closed	-$71K	–	369
2018 Q3	$71K	Buy	+1,872	New	+$66.5K	0.02%	270

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Krilogy Financial's IHI Position: Q3 2023 in Review

Krilogy Financial sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 32,326 shares — an estimated $1.83M sold.

Krilogy Financial first reported a position in IHI in Q3 2018 and held it in 2 quarters. The position peaked at $1.83M in Q2 2023. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Krilogy Financial reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Krilogy Financial sold 32,326 iShares US Medical Devices ETF shares in Q3 2023, an estimated $1.83M.
Krilogy Financial first reported a position in iShares US Medical Devices ETF in Q3 2018 and held it in 2 quarters.
Krilogy Financial's iShares US Medical Devices ETF position peaked at $1.83M in Q2 2023.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Krilogy Financial's 13F filing for Q3 2023, filed 1 Nov 2023.